EVELYN F JAMES FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN F JAMES FOUNDATION (EIN 54-1662984)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-28
- IRS object ID
- 202101489349100805
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-28T10:35:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541467814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPENCER HAGER & MOSDELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1165 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 240061165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541662984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN F JAMES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVEL | BusinessNameControlTxt |
| Phone | 5403439303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2919 WYCLIFFE AVE SW | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G SCOTT SHACKELFORD | PersonNm |
| Person Title | PRESIDENT/ DIRECTOR | PersonTitleTxt |
| Phone | 5403439303 | PhoneNum |
| Signature | 2021-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | G SCOTT | PersonFirstNm |
| Person Last | SHACKELFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK K MOSDELL | PreparerPersonNm |
| PTIN | P00687283 | PTIN |
| Phone | 5409850308 | PhoneNum |
| Preparation | 2021-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $430,204 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,500 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,058 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,637 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,140 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,061 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $285 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $285 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $780 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,500 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,565 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,565 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,061 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,552 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,425 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,425 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,650 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $220,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $206,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $372,106 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,356 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,768 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $178 | OtherAssetsBOYAmt |
| Other Assets EOY | $128 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $128 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $279,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $260,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $430,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $279,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $260,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $279,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $260,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $279,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $260,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $279,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,322 | ExcessRevenueOverExpensesAmt |
| Subtotal | $260,464 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $260,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HEXCEL CORP | P | 2019-05-29 | 2020-01-22 | $11,153 | $10,964 | $189 | $189 |
| DEXCOM INC | P | 2020-01-24 | 2020-10-28 | $13,486 | $9,534 | $3,952 | $3,952 |
| HERMAN MILLER | P | 2019-10-26 | 2020-01-24 | $8,144 | $9,388 | -$1,244 | -$1,244 |
| AKAMAI TECHNOLOGIES | P | 2020-04-16 | 2020-11-11 | $9,689 | $10,588 | -$899 | -$899 |
| STRYKER CORP | P | 2016-02-26 | 2020-03-18 | $9,692 | $7,663 | $2,029 | $2,029 |
| CATERPILLAR FINCL SERV | P | 2015-12-21 | 2020-11-13 | $15,000 | $15,221 | -$221 | -$221 |
| FEDEX CORP | P | 2016-10-21 | 2020-03-18 | $4,544 | $8,490 | -$3,946 | -$3,946 |
| ALIBABA GROUP HOLDING LTD | P | 2018-06-13 | 2020-11-19 | $7,824 | $6,239 | $1,585 | $1,585 |
| J2 GLOBAL INC | P | 2019-10-17 | 2020-03-20 | $5,025 | $7,208 | -$2,183 | -$2,183 |
| GARMIN LTD | P | 2019-11-14 | 2020-03-26 | $7,215 | $9,685 | -$2,470 | -$2,470 |
| COPART INC | P | 2019-09-12 | 2020-04-16 | $8,570 | $10,118 | -$1,548 | -$1,548 |
| VANGUARD FTSE EMERGING MARKETS ETF | P | 2019-12-18 | 2020-04-16 | $8,739 | $11,173 | -$2,434 | -$2,434 |
| JPMORGAN CHASE | P | 2019-10-25 | 2020-04-29 | $7,383 | $9,448 | -$2,065 | -$2,065 |
| COMCAST CORP CL A | P | 2019-07-19 | 2020-05-14 | $8,800 | $11,085 | -$2,285 | -$2,285 |
| MICROSOFT CORP | P | 2014-03-19 | 2020-06-25 | $4,905 | $987 | $3,918 | $3,918 |
| THERMO FISHER SCIENTIFIC | P | 2018-08-01 | 2020-06-25 | $8,633 | $5,851 | $2,782 | $2,782 |
| L3 HARRIS TECHNOLOGIES | P | 2020-01-22 | 2020-07-01 | $8,539 | $10,985 | -$2,446 | -$2,446 |
| EDWARD LIFE SCIENCES CORP | P | 2018-10-04 | 2020-08-20 | $17,756 | $11,527 | $6,229 | $6,229 |
| ADOBE INC | P | 2016-06-02 | 2020-10-23 | $7,187 | $1,493 | $5,694 | $5,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,637 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,433 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50 | SubtotalAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $50 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUBARD FEINOUR & BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5403439903 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S JEFFERSON ST | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G SCOTT SHACKELFORD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2919 WYCLIFFE AVE | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/ D | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $374,401 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $384,268 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $384,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $378,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50 | TotalTaxAmt |
| Distributable Before Adj | $18,875 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,875 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,875 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,455 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,455 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $23,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,875 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,073 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,298 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,297 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,811 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,455 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,580 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,391 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,073 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,318 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,412 | ExcessFromYear4Amt |
| Excess From Year3 | $3,298 | ExcessFromYear3Amt |
| Excess From Year2 | $10,297 | ExcessFromYear2Amt |
| Excess From Year1 | $5,731 | ExcessFromYear1Amt |
| Excess From Current Year | $4,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ST JOHNS EPISCOPAL CHURCH | |||||||
| PO BOX 257 | ROANOKE | VA | 24002 | PC | CONTRIBUTION | $8,500 | |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 214 MOUNTAIN AVE | ROANOKE | VA | 24016 | PC | CONTRIBUTION | $50 | |
| NORTH CROSS SCHOOL | |||||||
| 4254 COLONIAL AVE | ROANOKE | VA | 24018 | PC | CONTRIBUTION | $7,000 | |
| ST ALBANS SCHOOL | |||||||
| MOUNT ST ALBAN | WASHINGTON | DC | 20016 | PC | CONTRIBUTION | $1,000 | |
| VIRGINIA ATHLETICS FOUNDATION | |||||||
| PO BOX 400833 | CHARLOTTESVILLE | VA | 22907 | PC | CONTRIBUTION | $300 | |
| WOODBERRY FOREST SCHOOL | |||||||
| 402 WOODBERRY STATION | FOREST | VA | 22989 | PC | CONTRIBUTION | $1,000 | |
| CHIP | |||||||
| 1201 THIRD STREET | ROANOKE | VA | 24016 | PC | CONTRIBUTION | $100 | |
| JAMESTOWN-YORKTOWN FDN INC | |||||||
| PO BOX 3605 | WILLIAMSBURG | VA | 231873605 | PC | CONTRIBUTION | $100 | |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 217 | CHARLOTTESVILLE | VA | 22902 | PC | CONTRIBUTION | $100 | |
| PLANNED PARENTHOOD | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | PC | CONTRIBUTION | $500 | |
| UVA LIBRARY | |||||||
| POBOX 400314 | CHARLOTTESVILLE | VA | 229044314 | PC | CONTRIBUTION | $500 | |
| MOTICELLO ASSOCIATION | |||||||
| 2006 RIDGE STONE COURT | RICHMOND | VA | 23238 | PC | CONTRIBUTION | $100 | |
| VCU INST OF CONTP ART | |||||||
| 601 W BROAD STREET | RICHMOND | VA | 23220 | PC | CONTRIBUTION | $50 | |
| GOOD NEIGHBORS FUND | |||||||
| 824 CAMPBELL AVE | ROANOKE | VA | 24016 | PC | CONTRITUBION | $100 | |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 6627 | ROANOKE | VA | 240170627 | PC | CONTRIBUTION | $100 | |
| SALVATION ARMY | |||||||
| PO BOX 12517 | RICHMOND | VA | 232410517 | PC | CONTRIBUTION | $100 | |
| BOYS HOME OF VIRGINIA | |||||||
| 414 BOYS HOME ROAD | COVINGTON | VA | 244265518 | PC | CONTRIBUTION | $100 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 217415002 | PC | CONTRIBUTION | $125 | |
| CENTER IN THE SQUARE | |||||||
| 1 MARKET SQUARE SE | ROANOKE | VA | 240111434 | PC | CONTRIBUTION | $100 | |
| OPERA ROANOKE | |||||||
| 20 CHURCH AVE | ROANOKE | VA | 24011 | PC | CONTRIBUTION | $250 | 3RD FLOOR |
| UVA ALUMNI ASSOCIATION | |||||||
| PO BOX 400314 | CHARLOTTESVILLE | VA | 229073015 | PC | CONTRIBUTION | $100 | |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 037500485 | PC | CONTRIBUTION | $100 | |
| WVTF MUSIC | |||||||
| PO BOX 2737 | ROANOKE | VA | 240012737 | PC | CONTRIBUTION | $100 | |
| UNITED WAY OF ROANOKE VALLEY | |||||||
| 325 CAMPBELL AVE | ROANOKE | VA | 240163624 | PC | CONTRIBUTION | $250 | |
| D-DAY MEMORIAL | |||||||
| PO BOX 77 | BEDFORD | VA | 24523 | PC | CONTRIBUTION | $1,000 | |
| VA SOCIETY OF ORNITHOLOGY | |||||||
| PO BOX 5994 | WILLIAMSBURG | VA | 23188 | CONTRIBUTION | $100 | ||
| BLUE RIDGE PBS | |||||||
| 1215 MCNEIL DRIVE | ROANOKE | VA | 24015 | CONTRIBUTION | $100 | ||
| JEFFERSON'S POPLAR FOREST | |||||||
| PO BOX 419 | FOREST | VA | 24551 | CONTRIBUTION | $100 | ||
| APPLE RIDGE FARM | |||||||
| 541 LUCK AVENUE | ROANOKE | VA | 24016 | CONTRIBUTION | $100 | 304 | |
| STRATFORD HALL | |||||||
| 483 GREAT HOUSE ROAD | STRATFORD | VA | 22558 | CONTRIBUTION | $100 | ||
| HARRISON MUSEUM | |||||||
| PO BOX 12544 | ROANOKE | VA | 24026 | CONTRIBUTION | $100 | ||
| SOUTHERN POVERTY LAW | |||||||
| PO BOX 5604 | MONTGOMERY | AL | 36177 | CONTRIBUTION | $100 | ||
| JEFFERSON CENTER | |||||||
| 541 LUCK AVENUE | ROANOKE | VA | 24016 | CONTRIBUTION | $100 | 221 | |
| BRADLEY FREE CLINIC | |||||||
| 1240 THIRD STREET | ROANOKE | VA | 24016 | CONTRIBUTION | $50 | ||
| CAMP HOLIDAY TRAIL | |||||||
| 400 HOLIDAY TRAIL | CHARLOTTESVILLE | VA | 22903 | CONTRIBUTION | $50 | ||
| ST ALBANS CHRISTMAS TOUR | |||||||
| 309 LLOYDS LANE | ALEXANDRIA | VA | 22302 | CONTRIBUTION | $300 | ||
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LANE | SALEM | VA | 23451 | CONTRIBUTION | $100 | ||
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE | NY | 11570 | CONTRIBUTION | $180 | ||
| TAUBMAN MUSEUM OF ART | |||||||
| 110 SALEM AVENUE | ROANOKE | VA | 24011 | CONTRIBUTINO | $250 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,455 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,058 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,637 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,637 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,698 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $780 | Amt |
| Net Investment Income | $780 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $25,135 | EOYBookValueAmt |
| EOYFMV | $26,768 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $206,224 | EOYBookValueAmt |
| EOYFMV | $372,106 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $14,425 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $16,650 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $285 | LegalFeesAmt |
| Net Investment Income | $285 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $178 | BOYBookValueAmt |
| EOY Book Value | $128 | EOYBookValueAmt |
| EOYFMV | $128 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
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